Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. To cater for this growing number of clients, advisers are seeking to ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...